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27 episodes on tax strategy, exits, insurance, and building durable family wealth.
Imperio Insights
September 21, 2026
A sale event compresses years of business value into a single tax year. This guide outlines how business owners can start structuring, timing, and coordinating their exit years before a letter of intent to help manage the tax impact of a sale.
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August 25, 2026
An attorney, a banker, and a CPA cover the transaction. A fiduciary advisor covers what happens to the proceeds — and the planning window closes earlier than most owners expect.
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June 18, 2026
New contribution limits, shifting tax law, and longer life expectancies mean the retirement math from five years ago no longer holds.
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June 11, 2026
From day-to-day cash flow to education funding and the eventual transfer of wealth, household planning works best when it is written down.
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June 10, 2026
Latin American entrepreneurs are no longer geographically limited — and their planning needs have changed accordingly.
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June 4, 2026
More tools, more platforms, and more strategies than ever — which makes discipline, not access, the scarce resource.
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May 28, 2026
Early, mid, and late career each reward a different financial priority. Treating them the same leaves money behind.
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May 6, 2026
The filing deadline closes most planning doors, but not all of them. A short list of moves that remain available late in the cycle.
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May 14, 2026
A long-standing provision of the tax code that lets concentrated holdings be contributed into a diversified fund structure without triggering an immediate gain.
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April 30, 2026
The structural difference between funds and ETFs shows up most clearly in the tax bill, and it compounds over a long holding period.
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April 24, 2026
Healthcare spending in retirement is rarely modelled properly, and it lands unevenly across the decades.
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April 16, 2026
Accounts, entities, and structures accumulate over a career. Past a point, the overhead starts costing more than the structures save.
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April 9, 2026
High income during working years does not automatically translate into replaceable income in retirement.
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April 5, 2026
Volatility creates a short list of genuinely useful actions, and a much longer list of tempting ones.
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March 26, 2026
A survey of the techniques that recur across high-net-worth planning, and what each one actually requires to work.
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March 11, 2026
Retirement turns tax planning from a deduction exercise into a withdrawal-sequencing exercise.
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March 3, 2026
Large cash balances feel safe and quietly lose purchasing power. The question is how much is genuinely reserve.
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February 21, 2026
A single holding that built the wealth is often the largest unmanaged risk in the portfolio.
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February 18, 2026
For families with substantial assets, retirement planning is primarily a tax-structuring problem.
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January 11, 2026
Rules of thumb are built for the median household. Complex balance sheets are not median.
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November 10, 2025
Owning the components of an index rather than the fund opens up tax management and customization that a pooled vehicle cannot offer.
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October 10, 2025
Compounding rewards duration and consistency, and both are more fragile than they look.
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